Dane Solberg
Dane Solberg is a registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 6 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4501 Minnetonka Blvd, Suite 200, St Louis Park, MN, 55416-4091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dane works as an insurance broker and assistant at Solberg Benefits, LLC, selling various types of insurance and providing support to his father's business, taking about half of Dane's time. He also works as a financial advisor for Securities America Advisors, dedicating minimal time to helping clients with investments and retirement needs.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
Blakely Financial Services
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.